Relationship Banking Assistant

Base Salary Range:

At Heritage Bank we work hard but we also know how important itis to take time off to stay healthy relax and spend time doing what makesyour heart happy!

As part of our team youll enjoy a total rewards package which includes base salary based on the role experience and skill set along with an exceptional benefits package (medical dental vision life insurance 401(k) community volunteer time) and generous time off policy. Fulltime team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month* while also enjoying 11 paid holidays each calendar year and an annual float day.*proratedfrom start date and/or hours view Benefits Summary: Apply > Current Openings > position > attachment.

Position Overview:

Heritage Bank has an exciting opportunity to join ourorganization!

The Bellevue Commercial Banking Centerin Bellevue WA is seeking arelationship bankingassistantto deliver an exceptional customer service experience tonew and existing customers and works in partnership with commercial bankingteams. Provides inoffice customer service including transactionprocessing and account maintenance in compliance with all regulatoryrequirements. Actively recommends products services and solutions for thebenefit of the customer in accordance with Heritage Banks Service Standards.

The successful candidate:

• Performs routine paying and receiving duties and balances daily work in accordance with established Standard Operating Procedures and assigned Authority Limits. Minimizes risk by identifying any potential fraudulent activities or transactions and escalates to management in a timely manner.
• Performs required Know Your Customer due diligence when processing transactions and responding to customer requests.
• Supports commercial partners with sales and relationship expansion activities. Provides operational support client relationship tracking processes paperwork and assembles and summarizes information as requested and/or required. Gains understanding of work flow demands with proper use of internal technology.
• Opens new accounts and completes account documentation in accordance with Bank guidelines all account opening compliance requirements and account ownership verification procedures.
• Assists branch with organizing operational work flows balancing daily transactions certifications/audits compliance reporting and approving transactions and completing all assignments in a timely manner.
• Gains and maintains working knowledge of all bank products and services banking rules and regulations to include complex account ownerships.
• Actively participates in commercial teams marketing and sales promotions; participate in market functions and community activities to promote the Banks image and growth.
• Actively contributes to the success of the team through individual goal attainment selfdevelopment and completing all requests and assignments in a timely manner.
• Gains working knowledge of and ensures bank activities are performed in compliance with all state and federal banking laws and regulations applicable to assigned area.
• Understands and complies with all policies procedures standards and guidance relevant to assigned job responsibilities.

Requirements:

• H.S. Diploma or equivalent required. Associates Degree Business Marketing Sales Finance or relevant discipline preferred.
• 2 years recent experience in commercial and/or retail branch banking which includes cash handling new accounts opening documentation and compliance relationship management and business development and sales skills in a financial services industry required. Current working knowledge of consumer lending programs preferred.
• Equivalent combination of education experience and training may be considered.
• Demonstrated ability to provide an exceptional level of quality service for internal/external customers; responds to customers needs questions and concerns in an accurate effective and timely manner.
• Ability to work effectively as a team contributor to develop and maintain open professional positive and productive relationships; demonstrate cooperative behavior with management business partners customers and coworkers.
• Effective listening verbal written and telephone etiquette business communication skills to clearly present outstanding/follow up issues over the phone via email and in person in a variety of settings formats and audiences; with the ability to read write speak and understand English well.
• Demonstrated sales and business development skills with the ability to identify customer needs and crosssell the Banks products and services.
• Ability to gain understanding of and apply principles procedures compliance requirements federal/state regulations and policies related to assigned area as well as the Banks policies procedures products and services.
• Understanding of debit/credit relationships and negotiable instruments; math skills to locate routine and nonroutine mathematical / cash errors to accurately process and adhere to customer instructions.
• Detail oriented with strong organizational problem solving and time management skills; with the ability to manage multiple assignments and goals ensuring that priorities are set and commitments and deadlines are met with moderate supervision.
• Unquestionable integrity in handling sensitive and confidential information required.
• Proficient use and understanding of MS Office products (Word Excel Outlook) strong understanding and working knowledge of the Banks core processing/operating system; with the ability to learn and adapt to new technologies quickly.
• This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual reregistration thereafter.

Working Environment/Conditions:

• Climate controlled office environment.
• Work requires regular attendance punctuality and adherence to agreedupon schedule with willingness to work a flexible and/or rotating schedule. May be required to work Saturdays and/or extended hours as needed.
• May be exposed to potential risk and hazards associated with criminal activity (e.g. robbery and/or attempted robbery fraud security) receives detailed instruction to minimize risk.

Physical Demands/Effort:

• Work may involve the constant use of computer screens reading of reports and sitting throughout the day.
• Ability to operate a computer keyboard multiline telephone photocopier scanner facsimile fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
• Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel reach bend push pull and carry.
• Depending on location occasional lifting to independently move and/or push cart to transport money and coin 2550 lbs.

The above statements are intended to describe the general natureand level of work being performed and are not an exclusive list of allqualifications for this position.

Heritage Bank is an EqualOpportunity Employer

All qualified applicants will receive consideration for employmentwithout regard to race color religion sex sexual orientation genderidentity national origin age protected veteran status disability or anyother basis protected by applicable law.

Job applicants have certain legal clickherefor information regarding these rights.

The base salary range represents the min mid and max of Heritage Banks salary range for this position. Actual salaries will vary depending on factors including but not limited to qualifications experience and job performance. The range listed is just one component of Heritage Banks total compensation package for full time and part time employees. Depending on position other total compensation rewards may include monthly quarterly or annual incentive and/or bonuses.

Keywords: Relationship Banking Personal Banker Business Banking